See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,591 | $82,286+28.3% | $68,791+53.5% | $134,475-21.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -6.86% | -2.19%-4.7pp | -6.38%-0.5pp | 417.96%-424.8pp |
| Employer contribution / active EE | $3,366 | $3,301+2.0% | $2,655+26.8% | $4,740-29.0% |
| Participant deferral / active EE | $5,454 | $4,739+15.1% | $3,941+38.4% | $6,400-14.8% |
| Admin fee / account holder | $14,583 | $6,481+125.0% | $4,932+195.7% | $11,426+27.6% |